See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $780,443 | $175,202+345.5% | $149,673+421.4% | $139,434+459.7% |
| Participation rate | 94.4% | 83.4%+11.1pp | 78.8%+15.7pp | 80.3%+14.1pp |
| Annual return | -2.36% | 166.71%-169.1pp | 134.42%-136.8pp | 372.94%-375.3pp |
| Employer contribution / active EE | $56,597 | $5,474+933.9% | $4,818+1074.8% | $4,751+1091.3% |
| Participant deferral / active EE | $9,762 | $6,519+49.8% | $5,680+71.9% | $6,710+45.5% |
| Admin fee / account holder | $417,050 | $16,150+2482.3% | $13,210+3057.1% | $11,403+3557.5% |